Trump to impose 25% to 100% tariffs on Taiwan-made chips, impacting TSMC
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[email protected]replied to [email protected] last edited by
If TSMC doesn't want to set up shop in the USA, are the USA going to be able to produce chips on par with what TSMC can fab?
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[email protected]replied to [email protected] last edited by
more AI but less compute please make it make sense
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[email protected]replied to [email protected] last edited by
they are building a plant in Arizona, but i doubt it'll ever be as good as Taiwan can do, not just because Taiwan has the skills but if Taiwan doesn't have this then what's the point of protecting it? It's sort of a way to say, if you want to to continue to access the best chips in the world you should protect us from China
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[email protected]replied to [email protected] last edited by
Oh man, Trump...I had this thing I wanted to give you...where did I put it...oh yeah...
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[email protected]replied to [email protected] last edited by
In the end, only the customer pays extras.
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[email protected]replied to [email protected] last edited by
Trumpets cannot comprehend this
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[email protected]replied to [email protected] last edited by
Taiwan are very clear about this; they (correctly) consider their monopoly on high end chip manufacturing to be an urgent matter of national defence and it is of the highest priority to them to keep it solely within Taiwan. They will never allow their best processes to be exported.
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[email protected]replied to [email protected] last edited by
They will first go "I don't buy those damn consoles and gamer PCs every few years", then find out once their new iPhones will be much more expensive...
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[email protected]replied to [email protected] last edited by
The US could probably do it... With hundreds of billions of government incentives to rapidly stand up the entire supply chain... Which would still take at least a decade. The machines that TSMC uses are made by ASML and themselves have a global supply chain of over 500 separate companies and are backordered for several years due to their inherent value.
In short, no.
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[email protected]replied to [email protected] last edited by
Is that Roman salute?
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[email protected]replied to [email protected] last edited by
It's already fabbing chips
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[email protected]replied to [email protected] last edited by
They have a chip fabrication factory in Arizona in the US.
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[email protected]replied to [email protected] last edited by
But it cannot produce the higher end chips. That was very specifically part of the agreement. They're only willing to fab low end product outside of Taiwan.
I was being very specific when I said "their best processes."
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[email protected]replied to [email protected] last edited by
Looks like an American salute to me.
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[email protected]replied to [email protected] last edited by
Intel has been trying to get itself into that position for years, with huge amounts of public money being pumped in, and it is struggling so badly the company lost patience and fired the CEO who had the best chance of getting this done. As others have said, it doesn't look like TSMC is about to let its US fabs do the most advanced stuff even if they could.
So this move will just make the best technology less accessible to the USA and tech products more expensive for Americans, for the foreseeable future.
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[email protected]replied to [email protected] last edited by
He emphasized that the proposed tariffs would leave companies with no choice but to invest in domestic production facilities to avoid high taxes.
No choice except the obvious: Pass the cost of the Tax into the customer because there’s no way they’re going to spend billions to stand up a US fab plant anytime soon.
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[email protected]replied to [email protected] last edited by
People downvoting you can’t do a quick search:
TSMC is absolutely up and running already in the US.
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[email protected]replied to [email protected] last edited by
So, US is finally getting EU hardware prices
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[email protected]replied to [email protected] last edited by
From what I understand one of the things that is protecting Taiwan from China is their fabs. They will fight for their lives to make sure they are protected by this.
As someone with family over in Taiwan, I really want them to be okay. Things are getting depressing globally.